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Elequin Capital’s OceanFirst Financial OCFC Stock Holding History

Elequin Capital’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,152
Closed -$20K – 413
2023
Q4 		$20K Sell
1,152
-11,179
-91% -$163K 0.01% 241
2023
Q3 		$178K Buy
+12,331
New +$208K 0.03% 110

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elequin Capital's OCFC Position: Q1 2024 in Review

Elequin Capital sold out of OceanFirst Financial (OCFC) in Q1 2024, closing a stake of 1,152 shares — an estimated $20K sold.

Elequin Capital first reported a position in OCFC in Q3 2023 and held it in 2 quarters. The position peaked at $178K in Q3 2023. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

  • Elequin Capital reported no remaining OceanFirst Financial position as of Q1 2024 after selling out during the quarter.
  • Elequin Capital sold 1,152 OceanFirst Financial shares in Q1 2024, an estimated $20K.
  • Elequin Capital first reported a position in OceanFirst Financial in Q3 2023 and held it in 2 quarters.
  • Elequin Capital's OceanFirst Financial position peaked at $178K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.